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Best financial advisors in Bemus Point, NY

Registered advisers within 25 miles of Bemus Point, NY.

Offices
36
Firms
19
Combined AUM
$4.12T
Firm-wide filings, not assets booked only here
Clients
572K
572,446 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
M.B. ENGDAHL & CO.
KEY INVESTMENT SERVICES LLC
LINCOLN INVESTMENT
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NWF ADVISORY SERVICES INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
NEWEDGE ADVISORS
CHELSEA ADVISORY SERVICES, INC

Investors

CHADWICK J MURRAY
David William Meekins
Kathryn Marie Colvin
LORI JO FISCHER
Timur Johnson Tyra
Cheryl Ann Himmel
LOUIS ANTHONY DEPPAS
THOMAS JOHN POPE
NATHAN M SLATE
Devin James Cruea
Noah Daniel Larson
NICHOLAS S LUDWA
Frank Martin Shultz
MICHAEL CLARK PASCARELLA
Noah Evans Weinstein
DOUGLAS LINDSLEY SCHUTTE
JUSTIN JAMES BOHALL
ALYSON JANE MAHER
David Joseph Allen
MATTHEW MORSE
ERIC M HARVEY
Andrew Robert Nelson
MARK R NELSON
SAMUEL Alan FITCH
HANS PETER AUER
LORRI P MABEE
Tonie Lee LEE D'Angelo
Kristie Jo Monaco Peppy
TIMOTHY WAYNE EDBORG
TODD ALAN HNATYSZYN
Alexander Thomas Grace
ROBERT ALAN LIND
ROMER MENDEZ
JOSEPH ANTHONY CERRIE
DANIEL KEITH HOCKING
Jodi L Fellows
DANIEL RAY OVERCASH
Joseph Strotman
ALEC JOHN WITKOWSKI

Within 25 miles of Bemus Point, NY, Best Investors lists 19 registered investment advisory firms with 36 offices nearby, managing about $4.12T in combined regulatory AUM across 572,446 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bemus Point

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM